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TIP728: Mastermind Q2, 2025: Microsoft, Block, Devon Energy, Adyen

We Study Billionaires - The Investor’s Podcast Network

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Navigating Competitive Advantage

This chapter explores the concept of competitive advantage in the tech industry, focusing on Microsoft's historical challenges and market position. It discusses the impact of switching costs, the rise of AI, and investor sentiment regarding Microsoft's valuation amidst competition from rivals like Google and Amazon. The conversation emphasizes the implications for future growth and adaptation strategies in an evolving landscape.

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